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JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com is currently facing downward pressure due to a combination of regulatory warnings regarding e-commerce subsidy practices and broader investor caution surrounding Chinese equities. The community remains deeply divided, with many retail investors expressing frustration over the stock's persistent lack of momentum, while others are actively debating whether the company's strong cash position and undervalued valuation present a long-term buying opportunity.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials shares are experiencing volatility as a double-beat earnings report and raised guidance are being countered by high investor expectations and broader concerns regarding semiconductor cyclicality. The community remains divided, with some investors focusing on strong AI infrastructure demand to justify buying the dip, while others are cautioning against further downside and potential sector-wide valuation adjustments.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is seeing heightened volatility as the community weighs recent disclosures of Bitcoin and share sales against institutional buying activity. Traders are actively debating whether these capital management moves indicate a defensive strategy or long-term structural weakness, while many are focused on the stock's potential for a short-term breakout if Bitcoin reclaims key psychological levels.

Zscaler, Inc. engages in the provision of a cloud-based internet security platform. It offers Zero Trust Exchange, Zscaler Client Connector, Zscaler Internet Access, Zscaler Private Access, Zscaler B2B, Zscaler Cloud Protection, and Zscaler Digital Experience. The company was founded by Jagtar Singh Chaudhry and K. Kailash in September 2007 and is headquartered in San Jose, CA.

Zscaler Inc

Zscaler is experiencing a significant rebound driven by heavy institutional accumulation and anticipation of a potential short squeeze following a period of extreme volatility. Investors are closely monitoring its recovery as it aligns with broader cybersecurity sector growth and AI-focused demand, with many in the community viewing the recent price drop as an attractive entry point for long-term growth.

York Space Systems, Inc. engages in providing a comprehensive suite of mission-critical solutions for national security, government, and commercial customers. It offers a vertically integrated, full technology stack of solutions including design, production, integration, and operation of spacecraft with turnkey offerings to manage spacecraft and constellations throughout the entire mission lifecycle. The company was founded by Dirk Wallinger in January 2012 and is headquartered in Denver, CO.

York Space Systems Inc

York Space Systems is trending as investors react to a significant reduction in long-term revenue guidance and the departure of its CFO, despite the company securing new multi-vendor government contract awards. Community discussion is sharply divided, with some traders viewing the recent share price drop as a potential buying opportunity for a rebound, while others express concern over the company's weakening fundamentals and its position in a highly competitive defense market.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is currently trending as investors weigh the legal uncertainty surrounding the Warner Bros. Discovery merger against a potential move out of California to mitigate regulatory and political hurdles. The community remains divided, with many debating the impact of the pending antitrust litigation and the feasibility of a corporate relocation on the company's long-term valuation.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco Systems is seeing significant volatility after reporting a double earnings and revenue beat alongside strong forward-looking guidance, with investors divided between celebrating its AI-driven networking supercycle and reacting to profit-taking. While some community members view the post-earnings pullback as a prime buying opportunity supported by analyst upgrades, others remain cautious of institutional algorithmic selling and concerns over gross margin pressures.

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

Hewlett Packard Enterprise is drawing significant investor interest as analysts highlight its role in the AI server infrastructure upcycle and recent accretive networking acquisitions. Community sentiment is increasingly bullish, with many traders viewing the stock as an undervalued AI infrastructure play currently building a strong base for future momentum.

ProShares Trust II - ProShares UltraShort Bloomberg Crude Oil -2x Shares

ProShares UltraShort Bloomberg Crude Oil

The ProShares UltraShort Bloomberg Crude Oil (SCO) is trending as traders speculate on geopolitical developments in the Middle East and their impact on global supply, with the community actively debating whether current supply disruptions are fully priced into the market. While some investors are betting on a volatility-driven short squeeze, others remain cautious of the fund's structural decay and the risks associated with holding leveraged inverse products during unpredictable geopolitical volatility.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit Inc. is trending as the community reacts to the official announcement that the stock will be added to the S&P 500 index. Investors are actively debating the potential for a short squeeze and institutional buying demand, while others remain focused on the company's long-term growth potential and data monetization strategies.

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ITC Ltd.

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Peace Acquisition Corp. is a blank check company, which engages in the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded on June 24, 2025 and is headquartered in New York, NY.

Peace Acquisition Corp.

Neutral Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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